Lara Shearman
Financial Adviser in Traralgon, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001252932
- Location
- Traralgon VIC 3844
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 12 April 2023
- First provided advice
- 2007
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan Professional (2007); Graduate Certificate in Applied Finance, Kaplan Professional (2014); FPC001B Economic and Legal Context for Financial Planning, Kaplan Professional (2021); FPC006 Taxation for Financial Planning, Kaplan Professional (2022); Graduate Diploma of Financial Planning, Kaplan Professional (2023)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).
- Tax (financial) advice
- Yes
- Register status
- Current
About Lara Shearman
Lara Shearman is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Traralgon, Victoria (adviser number 001252932).
Lara provides advice as an authorised representative of Capstone Financial Planning Pty Ltd, which holds Australian financial services licence 223135. That authorisation dates from 12 April 2023.
The register records 2007 as the year Lara first provided financial advice. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2007), Graduate Certificate in Applied Finance (Kaplan Professional, 2014) and FPC001B Economic and Legal Context for Financial Planning (Kaplan Professional, 2021).
Lara is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).”
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Questions people ask
Is Lara Shearman a registered financial adviser?
Yes. Lara Shearman is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001252932.
Which licensee does Lara Shearman work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Lara Shearman give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs)."